Confused about long-term care insurance? Please watch this 12 minute educational video by Phyllis Shelton.
Dec 07
A Guaranteed Plan in a Volatile Market
If you are an investor, think about your portfolio right now. How pleasant would it be having to pull $6,000 a month from it today for eight hours a day of home care? Or $18,000 a month 20 years from now? Or $24,000 a month 30 years from now? Which stock or property would you sell? If …
Jan 01
What your state lets you keep, effective 7/1/2024
This is a table that shows the minimum assets and income each state allows nursing-home residents and their spouses to keep.
Dec 24
The Question Every [Millennial / Gen X / etc.] Should Be Asking Their Parents
Okay. You need a grownup question to ask your parents besides, Can I borrow the car keys? Or Have you seen my car keys? When am I going to get a car? Can I get a raise on my allowance? Can I have a toy, ice cream, ANYTHING? You are WAY PAST those whiny ones. …
Nov 23
LIVE Phyllis Shelton Webinar Dec 3rd at 1 pm EST
Did you miss it? NO PROBLEM. Just click here:“Everything You Need to Know About LTC Insurance But Were Afraid To Ask”www.buddyins.com/suze-orman Hey everyone! Wasn’t the webinar with Joy Loverde on “Who Will Take Care of Me When I’m Old?” fantastic? I will be listening to it a couple more times! So many of you submitted questions about …
Jun 02
Own Life Insurance and Need Money? The Sicker the Better
Don’t cancel a life insurance policy without reading this. You could be throwing away thousands of dollars.
May 25
Coronavirus and LTC Insurance
Some of you may be wondering if there is an impact. Applying for LTC insurance can be a little tricky right now as some of the carriers have put an age cap of 70 or younger for applications. This has happened because normally older applicants have a face-to-face interview which some carriers and families as …
Mar 23
Free online assessment to keep older family members safe during the CoronaVirus
Assisted Living Locators is a free, nationwide senior care placement and referral service for in-home care, independent retirement options, assisted living, memory care, and skilled nursing facilities. If you have a loved one whom you are concerned about during this challenging time, this is a place you can go to see if he or she …
Feb 26
Suze’s New Book is Out!
Just in from Suze… she is in New York promoting her new book The Ultimate Retirement Guide for 50+! This is what she wrote me – Dear Phyllis, Today I’m in New York, and started the day on my favorite morning shows! If you missed me on CBS This Morning talking about my top retirement …